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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$34.91
Change+$0.26 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.86
Change+$0.56 (+0.84%)
VolumeN/A
CapitalizationN/A
PEQSX vs VIVAX Comparison Chart
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PEQSX vs. VIVAX commentary
Dec 25, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEQSX (33.7B). VIVAX pays higher dividends than PEQSX: VIVAX (2.25) vs PEQSX (1.52). PEQSX was incepted earlier than VIVAX: PEQSX (12 years) vs VIVAX (32 years). PEQSX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). PEQSX (15.54) and VIVAX (15.46) have marching annual gain over last year. VIVAX (43.01) and PEQSX (42.71) have equivalent 5 years return.
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 14.712 | 14.750 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7B | 195B | 17% |
| Annual Yield % from dividends | 1.52 | 2.25 | 68% |
| Returns for 1 year | 15.54 | 15.46 | 100% |
| Returns for 3 years | 19.07 | 18.30 | 104% |
| Returns for 5 years | 42.71 | 43.01 | 99% |
| Returns for 10 years | 85.90 | 100.54 | 85% |
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